INTRODUCTION
Michael Saint George and his team of associates and fiduciaries specialize in helping clients understand their options. We help people find the best retirement solutions to meet their long-term personal and financial goals.
Michael Saint George
About
For more than 18 years, our comprehensive approach to retirement planning, combined with our commitment to service, has earned us clients who appreciate our dedication and attention to their needs. We believe in building relationships so our clients feel comfortable and secure in their retirement planning decisions.We also specialize in helping younger people with their long-term financial strategy. It’s never too soon to begin retirement planning.When company founder Michael is not helping clients, he enjoys ocean fishing and spending time outdoors with his family.
Michael Saint George
Services
There are multiple approaches to wealth management. We will examine your current portfolio and devise a strategy to plan for your lifetime income and financial security in your retirement.Michael Saint George is a highly experienced licensed insurance agent specializing in:
• Pension Maximization (IRMAA)
• Optimization of 401(k)s, 403(b)s & 457
• Roth Accounts
• Annuities: Fixed Annuities, Multi-Year Guaranteed Annuities
• Life insuranceWe have extensive experience working with State Pension plans in addition to helping employees retire with dignity.With our extensive experience, here is a list of our licenses:
| State | License type | License # |
|---|---|---|
| Arizona | Insurance Producer | 8603388 |
| California (Resident License) | Insured Producer | 0E92889 |
| Georgia | Agent Non Resident | 3420174 |
| Nevada | None Resident Producer/Producer firm | 3676715 |
| Texas | Live Agent/Agency | 2736618 |
Michael Saint George
Mission
Our mission is to provide our clients comprehensive protection and peace of mind through personalized risk management solutions. We strive to deliver exceptional customer service by listening to our clients’ needs, identifying their unique risks, and tailoring our products and services to meet their specific requirements. Our commitment to integrity, professionalism, and transparency is at the heart of everything we do.
Our Carriers:
Contact
468 North Camden Drive, Suite 205
Beverly Hills, CA 90210
Phone: 310-858-5525
Email: michaelsaintgeorge1@gmail.com
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